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Householder Group Estate & Retirement Specialist’s Schwab Fundamental International Large Company Index ETF FNDF Stock Holding History

Householder Group Estate & Retirement Specialist’s Portfolio FNDF Stock Details FNDF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-1,068
Closed -$39K – 769
2024
Q3 		$39K Hold
1,068
– – 0.01% 530
2024
Q2 		$37K Buy
1,068
+1,000
+1,471% +$35.5K 0.01% 536
2024
Q1 		$2.42K Hold
68
– – ﹤0.01% 1026
2023
Q4 		$2K Hold
68
– – ﹤0.01% 988
2023
Q3 		$2.15K Buy
+68
New +$2.21K ﹤0.01% 1062
2023
Q1 		$6K Buy
+200
New +$6.19K ﹤0.01% 912
2022
Q4 		– Sell
-68
Closed -$1K – 578
2022
Q3 		$1K Buy
+68
New +$1.9K ﹤0.01% 1017

Other funds holding FNDF

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
RFC
Regions Financial Corp Birmingham, Alabama $15.4B AUM 21.7% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's FNDF Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of Schwab Fundamental International Large Company Index ETF (FNDF) in Q4 2024, closing a stake of 1,068 shares — an estimated $39K sold.

Householder Group Estate & Retirement Specialist first reported a position in FNDF in Q3 2022 and held it in 7 quarters. The position peaked at $39K in Q3 2024. 595 funds tracked by Wall St. Rank hold FNDF as of Q4 2024.

  • Householder Group Estate & Retirement Specialist reported no remaining Schwab Fundamental International Large Company Index ETF position as of Q4 2024 after selling out during the quarter.
  • Householder Group Estate & Retirement Specialist sold 1,068 Schwab Fundamental International Large Company Index ETF shares in Q4 2024, an estimated $39K.
  • Householder Group Estate & Retirement Specialist first reported a position in Schwab Fundamental International Large Company Index ETF in Q3 2022 and held it in 7 quarters.
  • Householder Group Estate & Retirement Specialist's Schwab Fundamental International Large Company Index ETF position peaked at $39K in Q3 2024.
  • 595 funds tracked by Wall St. Rank held Schwab Fundamental International Large Company Index ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.